Commonwealth Financial Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Commonwealth Financial Services’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$491K	Buy	11,568 +330	+3%	+$14K	0.07%	144
2026 Q1	$475K	Sell	11,238 -56	-0.5%	-$2.39K	0.08%	128
2025 Q4	$484K	Sell	11,294 -38	-0.3%	-$1.63K	0.08%	128
2025 Q3	$491K	Buy	11,332 +2,889	+34%	+$124K	0.08%	119
2025 Q2	$364K	Sell	8,443 -188	-2%	-$7.95K	0.07%	137
2025 Q1	$367K	Sell	8,631 -1,123	-12%	-$48.2K	0.08%	130
2024 Q4	$416K	Sell	9,754 -226	-2%	-$9.71K	0.08%	119
2024 Q3	$431K	Buy	9,980 +405	+4%	+$17.3K	0.09%	112
2024 Q2	$405K	Buy	9,575 +3,690	+63%	+$155K	0.08%	109
2024 Q1	$248K	Hold	5,885	–	–	0.06%	158
2023 Q4	$248K	Sell	5,885 -717	-11%	-$29.6K	0.06%	158
2023 Q3	$271K	Buy	+6,602	New	+$273K	0.08%	142

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Financial Services's SHYG Position: Q2 2026 in Review

Commonwealth Financial Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.9% in Q2 2026, buying an estimated $14K and bringing the position to 11,568 shares worth $491K. The position accounts for 0.07% of the portfolio, ranked #144.

Commonwealth Financial Services first reported a position in SHYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $491K in Q3 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Commonwealth Financial Services held 11,568 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $491K as of Q2 2026.
Commonwealth Financial Services bought 330 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $14K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.07% of Commonwealth Financial Services's portfolio in Q2 2026, its #144 holding.
Commonwealth Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $491K in Q3 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.